LMBS vs MCHI

Comparison between FIRST TRUST LOW DURATION OPPORTUNITIES ETF (LMBS, ETF) and ISHARES MSCI CHINA ETF (MCHI, ETF).

5-Year PerformanceLMBS has outperformed MCHI, delivering a return of +3.0% compared to -5.8%

LMBS vs MCHI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LMBS(ETF)	MCHI(ETF)
Net Assets	$6.30B	$6.30B
Expense Ratio	0.66%	0.59%
Max Drawdown	11.76%	63.39%
Sharpe Ratio	1.06	-0.07
5Y Beta	0.01	0.64
5Y Dividends CAGR	12.62%	8.85%

Net Assets

LMBS

$6.30B

MCHI

$6.30B

Expense Ratio

LMBS

0.66%

Winner

MCHI

0.59%

Max Drawdown

Winner

LMBS

11.76%

MCHI

63.39%

Sharpe Ratio

Winner

LMBS

1.06

MCHI

-0.07

5Y Beta

Winner

LMBS

0.01

MCHI

0.64

5Y Dividends CAGR

Winner

LMBS

12.62%

MCHI

8.85%

LMBS vs MCHI - Historical Returns

Returns include dividend reinvestment.

Period	LMBS	MCHI
1 month	+0.23%	-5.81%
3 months	+0.61%	-4.94%
6 months	+1.67%	-9.78%
1 year	+5.69%	+0.46%
5 years(CAGR)	+3.04%	-5.81%
10 years(CAGR)	+2.69%	+4.80%
Max(CAGR)	+3.01%	+2.32%

Winner

LMBS

+0.23%

MCHI

-5.81%

Winner

LMBS

+0.61%

MCHI

-4.94%

Winner

LMBS

+1.67%

MCHI

-9.78%

Winner

LMBS

+5.69%

MCHI

+0.46%

5Y(CAGR)

Winner

LMBS

+3.04%

MCHI

-5.81%

10Y(CAGR)

LMBS

+2.69%

Winner

MCHI

+4.80%

Max(CAGR)

Winner

LMBS

+3.01%

MCHI

+2.32%

LMBS vs MCHI - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	LMBS	MCHI
2026	+1.49%	-11.91%
2025	+7.05%	+33.42%
2024	+5.30%	+20.76%
2023	+6.26%	-14.77%
2022	-2.97%	-23.00%
2021	-1.01%	-21.99%
2020	+1.60%	+23.65%
2019	+4.10%	+24.39%
2018	+1.50%	-22.78%
2017	+1.55%	+53.07%
2016	+6.56%	+3.26%
2015	+2.56%	-9.05%
2014	+1.57%	+10.05%
2013	N/A	-0.89%
2012	N/A	+20.85%
2011	N/A	-20.75%

LMBS vs MCHI Drawdown Comparison

The maximum drawdown for LMBS was -6.49%, occurring on Oct 21, 2022. Recovery took 948 trading sessions.

The maximum drawdown for MCHI was -62.95%, occurring on Oct 31, 2022. This drawdown has not yet recovered.

The current LMBS drawdown is -0.17%. The current MCHI drawdown is -37.73%.

Rank	LMBS	MCHI
#1	-6.49% Mar 6, 2020 - Dec 11, 2023	-62.95% Feb 17, 2021 - Oct 31, 2022
#2	-1.85% Jan 6, 2015 - Mar 12, 2015	-43.23% Apr 28, 2015 - Aug 25, 2017
#3	-1.72% Apr 4, 2025 - Jun 11, 2025	-37.13% Apr 21, 2011 - Jul 24, 2014
#4	-1.52% Oct 1, 2024 - Feb 5, 2025	-33.15% Jan 26, 2018 - Jul 8, 2020
#5	-1.45% Mar 27, 2024 - May 15, 2024	-11.54% Sep 5, 2014 - Jan 21, 2015
#6	-1.43% Feb 27, 2026 - Mar 27, 2026	-8.66% Nov 21, 2017 - Jan 2, 2018
#7	-1.25% Aug 24, 2015 - Oct 6, 2015	-7.42% Sep 1, 2020 - Oct 12, 2020
#8	-0.97% Dec 4, 2014 - Dec 26, 2014	-6.19% Mar 2, 2015 - Mar 30, 2015
#9	-0.89% Apr 6, 2015 - May 7, 2015	-5.81% Nov 6, 2020 - Jan 5, 2021
#10	-0.86% Nov 4, 2016 - Apr 4, 2017	-5.80% Jan 25, 2021 - Feb 9, 2021
#11	-0.85% Feb 1, 2024 - Mar 6, 2024	-5.72% Jul 9, 2020 - Aug 24, 2020
#12	-0.81% Feb 18, 2016 - Mar 17, 2016	-5.01% Jan 22, 2015 - Feb 26, 2015
#13	-0.74% Mar 12, 2015 - Mar 20, 2015	-3.88% Sep 19, 2017 - Oct 3, 2017
#14	-0.74% May 15, 2024 - Jun 5, 2024	-3.50% Apr 16, 2015 - Apr 22, 2015
#15	-0.67% Jan 11, 2016 - Jan 20, 2016	-2.83% Oct 18, 2017 - Nov 6, 2017

Correlation

Correlation between LMBS and MCHI is 0.40 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.40

-101

Dividend Comparison (2011 - 2026)

LMBS vs MCHI dividend yield comparison.

Year	LMBS	MCHI
2026	1.71%	0.00%
2025	4.08%	2.12%
2024	4.28%	2.31%
2023	3.96%	2.66%
2022	2.22%	1.78%
2021	2.04%	1.04%
2020	2.27%	1.04%
2019	2.55%	1.45%
2018	2.76%	1.60%
2017	2.73%	1.56%
2016	2.84%	1.66%
2015	3.03%	2.76%
2014	0.37%	2.35%
2013	0.00%	2.37%
2012	0.00%	1.90%
2011	0.00%	2.61%